# Betterment at Work vs Pershing Financial Services Comparison --- ## AI Generated Summary - **G2 reviewers report** that Betterment at Work excels in user experience, particularly with its seamless integration of payroll and retirement management. Users appreciate how it simplifies the onboarding process and automates contributions, making it easier to manage employee retirement plans. - **Users say** that Pershing Financial Services offers a highly customizable interface, allowing users to tailor their experience to fit their specific needs. Reviewers highlight the ability to track client activity and manage documents all in one place, which enhances daily workflow efficiency. - **According to verified reviews** , Betterment at Work stands out for its innovative features like the super catch-up automation for employees aged 60 to 63, which is particularly beneficial given the recent increase in contribution limits. This unique offering has garnered positive feedback from users looking to maximize retirement savings. - **Reviewers mention** that while Pershing Financial Services has a solid platform, it has not received recent reviews, which may indicate a lack of ongoing user engagement or updates. This could be a concern for potential buyers looking for a product that evolves with user needs. - **G2 reviewers highlight** that Betterment at Work has a significantly higher number of recent reviews, reflecting its active user base and ongoing satisfaction. This volume of feedback suggests that the product is well-regarded and continuously improving based on user input. - **Users report** that while Pershing Financial Services has a strong quality of support, Betterment at Work's client portal is particularly praised for its user-friendliness, with many users noting that it enhances their overall experience by providing easy access to important information and tools. | | Betterment at Work | Pershing Financial Services | |---|---|---| | **Star Rating** | 4.3 out of 5 | 4.2 out of 5 | | **Total Reviews** | 546 | 58 | | **Largest Market Segment** | Small-Business (68.9% of reviews) | Enterprise (41.1% of reviews) | | **Entry Level Price** | $100.00 100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply* | No pricing available | --- ## Top Pros & Cons ### Betterment at Work Pros: - Ease of Use (255 reviews) - Customer Support (146 reviews) Cons: - Poor Customer Support (108 reviews) - Limited Customization (67 reviews) ### Pershing Financial Services **Not enough data** --- ## Ratings Comparison | Rating | Betterment at Work | Pershing Financial Services | |---|---|---| | **Meets Requirements** | 8.9 (513 reviews) | 8.6 (32 reviews) | | **Ease of Use** | 8.9 (531 reviews) | 7.9 (32 reviews) | | **Ease of Setup** | 8.4 (479 reviews) | Not enough data | | **Ease of Admin** | 8.7 (453 reviews) | Not enough data | | **Quality of Support** | 7.8 (490 reviews) | 8.0 (32 reviews) | | **Has the product been a good partner in doing business?** | 8.5 (449 reviews) | Not enough data | | **Product Direction (% positive)** | 8.4 (517 reviews) | 8.5 (23 reviews) | --- ## Pricing ### Betterment at Work #### Entry-Level Pricing Plan: Essential Price: $100.00 100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply* Description: An affordable, easy-to-manage 401(k) plan for your employees’ retirement. Key Features: - Dedicated Onboarding specialist - Simple payroll integrations with Gusto, Trinet, and other providers - 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support [Browse all 3 editions](https://www.g2.com/products/betterment-at-work/pricing) #### Free Trial No ### Pershing Financial Services #### Entry-Level Pricing No pricing available #### Free Trial No information available --- ## Features Comparison By Category ### CRM | Product | Score | Reviews | |---|---|---| | **Betterment at Work** | N/A | N/A | | **Pershing Financial Services** | 8.2/10 | 6 | #### Sales Force Automation | Feature | Betterment at Work | Pershing Financial Services | |---|---|---| | **Contact & Account Management** | Not enough data | Not enough data | | **Partner Relationship Mgmt. (PRM)** | Not enough data | Not enough data | | **Opportunity & Pipeline Mgmt.** | Not enough data | 8.0 (5 reviews) | | **Task / Activity Management** | Not enough data | 8.7 (5 reviews) | | **Territory & Quota Management** | Not enough data | Not enough data | | **Desktop Integration** | Not enough data | 8.6 (6 reviews) | | **Product & Price List Management** | Not enough data | Not enough data | | **Quote & Order Management** | Not enough data | Not enough data | | **Customer Contract Management** | Not enough data | 8.0 (5 reviews) | #### Marketing Automation | Feature | Betterment at Work | Pershing Financial Services | |---|---|---| | **Email Marketing** | Not enough data | Not enough data | | **Campaign Management** | Not enough data | Not enough data | | **Lead Management** | Not enough data | Not enough data | | **Marketing ROI Analytics** | Not enough data | Not enough data | #### Customer Support | Feature | Betterment at Work | Pershing Financial Services | |---|---|---| | **Case Management** | Not enough data | 8.0 (5 reviews) | | **Customer Support Portal** | Not enough data | 8.3 (5 reviews) | | **Knowledge Base** | Not enough data | 8.0 (5 reviews) | | **Call Center Features** | Not enough data | Not enough data | | **Support Analytics** | Not enough data | Not enough data | #### Reporting & Analytics | Feature | Betterment at Work | Pershing Financial Services | |---|---|---| | **Reporting** | Not enough data | 8.0 (5 reviews) | | **Dashboards** | Not enough data | 8.0 (5 reviews) | | **Forecasting** | Not enough data | Not enough data | #### Mobile & Social | Feature | Betterment at Work | Pershing Financial Services | |---|---|---| | **Social Collaboration Features** | Not enough data | Not enough data | | **Social Network Integration** | Not enough data | Not enough data | | **Mobile User Support** | Not enough data | 8.7 (5 reviews) | #### Platform | Feature | Betterment at Work | Pershing Financial Services | |---|---|---| | **Customization** | Not enough data | Not enough data | | **Workflow Capability** | Not enough data | Not enough data | | **User, Role, and Access Management** | Not enough data | Not enough data | | **Internationalization** | Not enough data | Not enough data | | **Sandbox / Test Environments** | Not enough data | Not enough data | | **Document & Content Mgmt.** | Not enough data | Not enough data | | **Performance and Reliability** | Not enough data | Not enough data | | **Output Document Generation** | Not enough data | Not enough data | #### Integration | Feature | Betterment at Work | Pershing Financial Services | |---|---|---| | **Data Import & Export Tools** | Not enough data | Not enough data | | **Integration APIs** | Not enough data | Not enough data | | **Breadth of Partner Applications** | Not enough data | Not enough data | #### Generative AI | Feature | Betterment at Work | Pershing Financial Services | |---|---|---| | **AI Text Generation** | Not enough data | Not enough data | #### Agentic AI - CRM | Feature | Betterment at Work | Pershing Financial Services | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | ### Financial Wellness | Product | Score | Reviews | |---|---|---| | **Betterment at Work** | 8.8/10 | 58 | | **Pershing Financial Services** | N/A | N/A | #### Platform Content | Feature | Betterment at Work | Pershing Financial Services | |---|---|---| | **Education Tools** | 9.0 (52 reviews) | Not enough data | | **Mobile Tools** | 8.7 (50 reviews) | Not enough data | | **Content Library** | 8.9 (50 reviews) | Not enough data | #### Platform Basics | Feature | Betterment at Work | Pershing Financial Services | |---|---|---| | **Program Management** | 9.2 (53 reviews) | Not enough data | | **Secure** | 9.1 (50 reviews) | Not enough data | | **Interoperability** | 8.6 (52 reviews) | Not enough data | | **Performance** | 9.2 (50 reviews) | Not enough data | #### Platform Additional Functionality | Feature | Betterment at Work | Pershing Financial Services | |---|---|---| | **Services** | 8.6 (48 reviews) | Not enough data | | **Employee Portal** | 9.3 (51 reviews) | Not enough data | | **Gamification** | 7.9 (42 reviews) | Not enough data | | **Education** | 8.9 (46 reviews) | Not enough data | #### Platform Data | Feature | Betterment at Work | Pershing Financial Services | |---|---|---| | **Dashboard & Reporting** | 8.8 (49 reviews) | Not enough data | | **Visualization** | 8.9 (47 reviews) | Not enough data | | **Platform Search** | Feature Not Available | Not enough data | | **Alerts and Notifications** | 8.6 (46 reviews) | Not enough data | ### Investment Portfolio Management | Product | Score | Reviews | |---|---|---| | **Betterment at Work** | 8.7/10 | 56 | | **Pershing Financial Services** | 8.3/10 | 14 | #### Functionality | Feature | Betterment at Work | Pershing Financial Services | |---|---|---| | **Customizable Reporting** | 8.1 (51 reviews) | 8.3 (14 reviews) | | **Market Analytics** | 8.4 (51 reviews) | 7.6 (13 reviews) | | **Client Portal** | 9.5 (50 reviews) | 8.3 (13 reviews) | | **Investment Accounting** | 8.6 (51 reviews) | 8.6 (14 reviews) | | **Real time ** | 9.2 (50 reviews) | 8.6 (14 reviews) | | **Compliance** | Feature Not Available | 8.3 (14 reviews) | | **Customizable Reporting** | 8.4 (46 reviews) | Not enough data | #### Integration | Feature | Betterment at Work | Pershing Financial Services | |---|---|---| | **Data aggregation** | 8.9 (51 reviews) | 7.8 (13 reviews) | | **Accounting Integration** | 8.7 (49 reviews) | 8.5 (13 reviews) | | **Risk Management** | Feature Not Available | 8.5 (13 reviews) | #### Agentic AI - Investment Portfolio Management | Feature | Betterment at Work | Pershing Financial Services | |---|---|---| | **Multi-step Planning** | 8.1 (21 reviews) | Not enough data | | **Cross-system Integration** | 9.0 (22 reviews) | Not enough data | | **Adaptive Learning** | 8.7 (21 reviews) | Not enough data | | **Proactive Assistance** | 8.6 (21 reviews) | Not enough data | ### 401(k) | Product | Score | Reviews | |---|---|---| | **Betterment at Work** | 8.6/10 | 495 | | **Pershing Financial Services** | N/A | N/A | #### Onboarding | Feature | Betterment at Work | Pershing Financial Services | |---|---|---| | **Administrators** | 8.0 (475 reviews) | Not enough data | | **Employees** | 8.8 (475 reviews) | Not enough data | #### Dashboard | Feature | Betterment at Work | Pershing Financial Services | |---|---|---| | **Balances** | 8.9 (469 reviews) | Not enough data | | **Investments** | 8.4 (463 reviews) | Not enough data | | **Personal Information** | 8.6 (459 reviews) | Not enough data | #### Compliance | Feature | Betterment at Work | Pershing Financial Services | |---|---|---| | **IRS** | 8.8 (453 reviews) | Not enough data | | **Tax Benefits** | 8.7 (449 reviews) | Not enough data | #### Administration | Feature | Betterment at Work | Pershing Financial Services | |---|---|---| | **Monitoring** | 8.6 (460 reviews) | Not enough data | | **Reporting** | 8.3 (459 reviews) | Not enough data | #### Generative AI | Feature | Betterment at Work | Pershing Financial Services | |---|---|---| | **AI Image-to-Text** | Feature Not Available | Not enough data | --- ## Categories **Shared Categories (1):** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) **Unique to Betterment at Work (2):** [401(k) Software](https://www.g2.com/categories/401-k), [Financial Wellness Software](https://www.g2.com/categories/financial-wellness) **Unique to Pershing Financial Services (1):** [CRM Software](https://www.g2.com/categories/crm) --- ## Reviewer Demographics ### By Company Size | Segment | Betterment at Work | Pershing Financial Services | |---|---|---| | **Small-Business** | 68.9% | 30.4% | | **Mid-Market** | 29.4% | 28.6% | | **Enterprise** | 1.7% | 41.1% | ### By Industry #### Betterment at Work - **Computer Software:** 10.8% - **Information Technology and Services:** 8.8% - **Construction:** 5.2% - **Hospital & Health Care:** 5.2% - **Financial Services:** 5.2% - **Marketing and Advertising:** 4.9% - **Non-Profit Organization Management:** 4.1% - **Accounting:** 3.7% - **Consulting:** 3.2% - **Health, Wellness and Fitness:** 3.0% - **Other:** 45.9% #### Pershing Financial Services - **Financial Services:** 32.1% - **Information Technology and Services:** 23.2% - **Accounting:** 8.9% - **Investment Banking:** 7.1% - **Computer Software:** 5.4% - **Investment Management:** 3.6% - **Apparel & Fashion:** 1.8% - **Banking:** 1.8% - **Capital Markets:** 1.8% - **Computer & Network Security:** 1.8% - **Other:** 12.5% --- ## Alternatives ### Alternatives to Betterment at Work - [Human Interest](https://www.g2.com/products/human-interest/reviews) — 4.3/5 stars (2380 reviews) - [Guideline](https://www.g2.com/products/guideline/reviews) — 4.5/5 stars (1156 reviews) - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.1/5 stars (423 reviews) - 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